Chicago Partners Investment Group’s Vanguard Energy ETF VDE Stock Holding History

Chicago Partners Investment Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$446K	Sell	2,652 -556	-17%	-$90.1K	0.01%	1055
2026 Q1	$516K	Buy	3,208 +1,444	+82%	+$218K	0.01%	871
2025 Q4	$245K	Sell	1,764 -70	-4%	-$8.79K	0.01%	1147
2025 Q3	$227K	Buy	1,834 +4	+0.2%	+$492	0.01%	1106
2025 Q2	$223K	Sell	1,830 -24	-1%	-$2.79K	0.01%	993
2025 Q1	$209K	Buy	+1,854	New	+$234K	0.01%	852

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's VDE Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Energy ETF (VDE) stake by 17% in Q2 2026, selling an estimated $90.1K and leaving 2,652 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #1055.

Chicago Partners Investment Group first reported a position in VDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Chicago Partners Investment Group held 2,652 shares of Vanguard Energy ETF worth $446K as of Q2 2026.
Chicago Partners Investment Group sold 556 Vanguard Energy ETF shares in Q2 2026, an estimated $90.1K.
Vanguard Energy ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1055 holding.
Chicago Partners Investment Group first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 6 quarters since.
Chicago Partners Investment Group's Vanguard Energy ETF position peaked at $516K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.